Author: Kaaren Hall

Retirement planning is like piecing together a complex puzzle—you want the big picture to make sense and work for you. You’ve probably been caught between…

Cryptocurrencies such as Bitcoin, Ethereum, Dogecoin, and many others have revolutionized the investment landscape. With their potential for high returns and the innovative promise of…

Elder Financial Abuse: How to Recognize It and Protect Yourself Financial abuse of older adults is a growing issue that deserves attention. Elder financial exploitation…

California residents now face the reality of reduced protections for both tax-qualified plans and IRAs. As of January 1, 2025, a new California law will…

Maximizing Your Retirement and Health Savings: 2025 Contribution Limit Updates With 2025 upon us, it’s time to review the contribution limits for various retirement and…

Self-Directed IRA (SDIRAs) provide investors with an exciting opportunity to break free from the limitations of traditional publicly traded assets. With access to around $40…

Individual Retirement Accounts (IRAs) serve as a cornerstone of retirement savings for millions of Americans, providing a tax-advantaged way to accumulate wealth for the future.…

Robert Kiyosaki, author of “Rich Dad Poor Dad”, warns that traditional retirement accounts like 401(k)s and IRAs may suffer significant losses due to market volatility.…

Managing Your Retirement Savings: Key IRS Updates for 2025 Managing your retirement savings effectively is essential to ensure a secure and comfortable retirement. Staying informed…

Individual Retirement Accounts (IRAs) offer various benefits to help individuals save for retirement. Each type of IRA and related account has unique rules governing eligibility,…

Spousal IRAs provide an excellent way for married couples to save for retirement, especially if only one spouse earns income. Here’s an overview of how…

Capital calls are becoming a growing challenge for limited partners (LPs) in real estate syndications.  This is particularly true in the multifamily sector. With shifting…

The world of retirement savings is continuously evolving, and 2025 is set to bring new changes to contribution limits across various retirement accounts.  This includes…

The Impact of Self-Directed IRAs on the U.S. Economy: A Path to Diversification and Growth Self-Directed IRAs (SDIRAs) have grown in popularity among savvy investors…

In today’s fluctuating real estate market, investors using Self-Directed IRAs (SDIRAs) need to stay more informed and vigilant than ever. While front-end due diligence is…

What is a Backdoor Roth IRA? A backdoor Roth IRA isn’t an official type of retirement account—it’s a strategy that allows high-income earners, who surpass…

When you’re looking for a self-directed IRA (SDIRA) company, it’s crucial to thoroughly vet potential firms to ensure they align with your investment goals and…

Retirement planning involves a myriad of strategies, and one common consideration is whether to convert a Traditional IRA to a Roth IRA. This decision can…

The Rise of 401(k) Millionaires: How Ordinary Savers are Achieving Extraordinary Wealth Introduction The term “401(k) millionaire” may sound like an elusive goal for many,…

Roth Contributions to SEP and SIMPLE IRAs: Understanding SECURE 2.0 Changes The SECURE 2.0 Act, a significant legislative update aimed at improving retirement savings options…